Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RILAX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS R-1) | 0.97% | 3.84% | 2.73% | -0.38% | 1.62% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/26/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RILAX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS R-1) | 01/26/2015 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 3.84 | 2.73 | -0.38 | 1.62 | NA | NA | … | … | 0.97 | 3.33 | 0.98 | 0.51 | -12.52 | 2.95 | 13.82 | 5.86 | -1.74 | 1.73 | 3.67 | -3.34 |
| Sharpe Ratio | NA | 0.34 | -0.09 | -0.47 | 0.01 | NA | NA | … | … | 0.04 | 0.10 | -0.59 | -0.43 | -1.56 | 0.65 | 1.92 | 1.12 | -0.86 | 0.28 | 0.73 | -0.65 |
| Standard Deviation(%) | NA | 3.44 | 4.88 | 6.15 | 5.53 | NA | NA | … | … | 3.39 | 5.10 | 4.47 | 7.42 | 8.96 | 4.52 | 7.05 | 3.93 | 3.63 | 3.88 | 4.75 | 5.51 |
| Draw Down(%) | NA | 2.23 | 5.19 | 17.18 | 17.18 | NA | NA | … | … | 2.23 | 3.93 | 3.93 | 7.74 | 15.03 | 2.96 | 7.49 | 1.92 | 3.41 | 2.04 | 4.56 | 5.20 |
| Yield(%) | 0.00 | 2.74 | 1.36 | 2.12 | 1.92 | 1.33 | 1.00 | … | … | 0.00 | 2.82 | 1.21 | 0.06 | 4.60 | 2.56 | 4.24 | 0.06 | 1.99 | 0.89 | 0.11 | 0.80 |
Data as of 06/03/2026, Common starting date is 01/26/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RILAX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS R-1) |
-3.99%
Oct 2020 – Oct 2023 |
-0.62%
Dec 2020 – Dec 2025 |
1.31%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RILAX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS R-1) |
7.58%
Nov 2018 – Nov 2021 |
4.54%
Dec 2015 – Dec 2020 |
1.93%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart